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Membership Application


Regular Membership

Regular membership is available to any licensed and/or registered individual currently in the business of providing financial advice; they must have verifiable financial expertise; they must have verifiable employment history in the financial industry; they must be free of conflicts of interest; exercise fiduciary responsibility; and they must be elected to membership by a majority vote of the Board of Directors.

Team/Firm Membership

Team/Firm Membership is available for groups of individuals licensed and/or registered in the business of providing financial advice. Teams/Firms may delegate responsibilities of membership to an individual within the Team or Firm provided the individual is a licensed and/or registered individual currently in the business of providing financial advice; Teams, Firms and their delegates
must have verifiable financial expertise; Teams, Firms and their delegates must have verifiable employment history in the financial industry; Teams, Firms and their delegates must be free of conflicts of interest; exercise fiduciary responsibility; and Teams, Firms must be elected to membership by a majority vote of the Board of Directors.

Student Membership

Student Membership is available to all currently enrolled under-graduate and graduate students.

 

Annual Membership Dues

Regular -- $500.00
Student -- $50.00
Team/Firm ($1500 for first three employees)

Membership Application



 
 

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